As an Edward Jones financial advisor, I believe in a full service, custom fit approach. No two lives are the same, so the financial strategies used for each person should be adjusted accordingly.

I earned a bachelor’s degree in financial services and a certificate in personal financial planning from San Diego State University. Go Aztecs! I also hold the Chartered Financial Consultant (ChFC®) designation.

My education and designations have led me to build my practice using a wholistic approach. I evaluate all areas of your personal and financial position instead of individual aspects. Doing so gives me the ability to identify a plan and provide each of my clients personalized guidance.

On a personal side, my family and I moved to San Diego County in the late '90s. From that moment, I fell in love with southern California and knew I would never leave. My wife, Sandy, is a nurse at a local hospital, and we are raising two amazing daughters who keep us young. I have a passion for sports, food and traveling. I am involved in my local community through my children's school and enjoy participating in various foundations.

Consider me and my branch team if you are looking for people who will take the time to truly understand what is important to you and follow through with an excellent client experience.

Focus areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • LGBT Finances
  • Socially Conscious Investing

My Personal Interests

  • Football
  • Traveling
  • Golfing
  • Snowboarding

Office Information

Office Address

11440 W Bernardo Ct Suite 273 San Diego, CA 92127

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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